Note: This feature is available if you have purchased the Personalization module and are on a Professional or Unlimited plan.
Data Sources are used to pull data from external systems into personalization forms and push these personalizations back into the CRM. Learn more about data sources here.
This article will explain how to configure your Salesforce integration to automate personalizations in the following steps:
1. Request to enable Turtl API
Contact your Customer Success Manager or Customer Support to get Turtl API enabled on your account.
2. Setup Turtl for automation
Navigate to your Salesforce integration in Turtl and confirm that it is working properly. Be sure that the correct Salesforce instance is connected.
Click on "Setup for Automation":
Once this setup process is completed, you should be able to see the Turtl Personalized Doc as a new type of custom object in your Salesforce account:
3. Prepare a Turtl Doc for personalization
3.1 Navigate to the Doc you’d like to set up for personalization. In this example, we will create a Personalization that has two tokens: name and email. These tokens will be added to single-line fields. For more information see personalization form fields.
For each personalization field, you will need to configure the "Prefill Value" so that it is mapped to the Salesforce property you would like personalized in your Doc.
To do this, select the lightning icon next to the Prefill Value field:
Here you will be prompted to select the CRM to extract data. Select "Salesforce" and then choose the Salesforce property to map to your personalization field. For example, I will map the Name property to the name field and the Email property to the email field:
Once the property is selected, it is recommended to add a lead ID from your Salesforce database to test that the property is successfully configured. Follow this article to learn more about how to extract the lead ID from Salesforce.
When the lead ID is added you will be able to see the property value appear in the field below:
Finally, select "OK" to save the changes.
3.2 Once both the personalization form and Doc are completed, publish your Doc and click the Share button.
Within the share options, select the "API" tab and note the automation URL.
Note: Each Doc has a unique automation URL. Follow this article to learn more about automation URLs.
4. Setup Salesforce for configuration
4.1 Navigate to the Object manager in Salesforce. Select the object "Turtl Personalized Doc" and grant access to the "lead__c" field.
The "lead__c" field on the Turtl Personalized Doc object is a Lookup type, which creates a relationship between a Turtl Personalized Doc object and a Lead object. This field enables us to navigate from the Turtl Personalized Doc object to the Lead object and vice-versa with one simple click. The relationship between the Lead object and the Turtl Personalized Doc object is created by the Turtl API at the point of Doc creation, but some access/permissions must be granted first.
To grant access you will need to:
Open the Turtl Personalized Doc object in Object Manager.
Go under the Fields & Relationships menu.
Select the "Lead" field.
Click the "View Field Accessibility" button.
Select Lead in the dropdown.
Click on "Hidden" next to the profile which is used for SF integration in Turtl (System Administrator in most cases).
Check the Visible checkbox and click on the "Save" button to save changes.
4.2 Next, you will need to make the lead field visible in Salesforce as it is hidden by default. To do this:
Open the Turtl Personalized Doc object in Object Manager.
Go under the Page Layouts menu.
Click on the "Turtl Personalized Doc Layout".
Pick the "Lead" field from the Fields menu and drag & drop it below in the Turtl Personalized Doc Detail section.
Save the changes.
4.3 Grant access to the "Turtl_Personalized_Doc__c" field
In the previous step, we made the Lookup Relationship field visible on the Turtl Personalized Doc object. Now we need to make the field visible on the other end - the Lead object.
To do this follow these steps:
Open the Lead object in Object Manager.
Go under the Fields & Relationships menu.
Select the "Turtl Personalized Doc" field.
Click the View Field Accessibility button.
Select "Turtl Personalized Doc" in the dropdown.
Click on "Hidden" next to the profile which is used for SF integration in Turtl (System Administrator in most cases).
Check the Visible checkbox and click on the "Save" button to save changes.
4.4 Lastly, you will need to make this field visible:
Open the Lead object in Object Manager.
Go under the Page Layouts menu.
Click on the Lead Layout.
Pick the Turtl Personalized Doc field from the Fields menu and drag & drop it below in the Lead Information section.
Save the changes.
#datasources
The personalization engine is protected by US patents.